Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
iShares S&P Global Utilities Index Fund (JXI)  
$60.46 0.61 (1.02%) as of 4:30 Thu 5/2


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 53    5
Total shares held : 
 478,162  
% of shares held : 
 19.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 -346,527  
% of shares held change : 
   -14.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $51.72  
Last Quarter's Ending Price : 
 $58.45  
Last Quarter's Average Price : 
 $56.23  
Change from last quarter's     
avg. price to the last closing  : 
4.23 (7.52%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 7,436
 1.56%
 
Increased Positions :
9
 24,724
 5.17%
 
Unchanged Positions :
20
 30,200
 6.32%
 
Decreased Positions :
22
-308,741
-64.57%
 
Closed Positions :
7
-69,946
-14.63%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 3738 - 2024-03-31 95,717 $5,652,000 -81
   LPL FINANCIAL CORP 2575 - 2024-03-31 30,847 $1,821,000 -45
   H D Vest Advisory Services 586 - 2024-03-31 27,986 $1,653,000 -485
   AMERIPRISE FINANCIAL INC 2977 - 2024-03-31 22,393 $1,322,000 -5,439
   BANK OF AMERICA CORP /DE/ 3988 - 2024-03-31 18,237 $1,077,000 -1,375
   UBS Group AG 3522 - 2024-03-31 17,229 $1,017,000 -1,955
   GLOBALT Investments LLC / GA 173 - 2024-03-31 8,975 $530,000 -555
   COMMONWEALTH EQUITY SERVICES LLC. 2759 - 2024-03-31 8,769 $518,000 -14,155
   BB&T CORP 1936 - 2024-03-31 8,634 $510,000 -315
   Slow Capital Inc. 113 - 2024-03-31 6,130 $362,000 -2,289
   ADVISORY SERVICES NETWORK, LLC 1079 - 2024-03-31 5,967 $352,000 -793
   Atria Wealth Solutions Inc. 1559 - 2024-03-31 4,904 $290,000 -365
   Advisor Group Holdings Inc. 3470 - 2024-03-31 4,249 $251,000 -535
   BESSEMER GROUP INC 1078 - 2024-03-31 2,542 $150,000 -3,693
   Strategic Investment Solutions Inc. /IL 134 - 2023-12-31 2,438 $143,000 -150,904
   Addison Advisors LLC 389 - 2024-03-31 654 $39,000 -100
   Creekmur Asset Management LLC 421 - 2024-03-31 251 $15,000 -964
   VIGILANT CAPITAL MANAGEMENT LLC 381 - 2023-06-30 215 $13,000 -10
   FMR LLC 4464 - 2024-03-31 58 $3,000 -127
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us